Will You Be Able to Afford Healthcare in Retirement?

Will You Be Able to Afford Healthcare in Retirement?

By Laura West

Many retirees worry about the rising costs and uncertainty of accessibility to healthcare services, especially people who retire before Medicare…

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College Savings Iowa 529 Plan Ranks High Among the Nation

College Savings Iowa 529 Plan Ranks High Among the Nation

By Laura West

Each year Morningstar researches and ranks college 529 plans across the nation. For people who live in Iowa, it is…

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Brian West Passes Level III CFA Exam

Brian West Passes Level III CFA Exam

By West Financial Advisors

The team at West Financial Advisors is happy and proud to announce Brian West passed the Chartered Financial Analyst (CFA)…

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Mentors and Mulligans with YPC of Greater Des Moines

Mentors and Mulligans with YPC of Greater Des Moines

By West Financial Advisors

The 5th annual YPC of Greater Des Moines Mentors & Mulligans golf outing was held at Waveland Golf Course. The…

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More Millennials in the Workforce

More Millennials in the Workforce

By Laura West

Millennials now outnumber every other generation in terms of number of workers in the workforce. However, the split is still…

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Does It Pay To Be Nice?

Does It Pay To Be Nice?

By Laura West

A recent study conducted at Kansas State University by George Nabeshima linked five common personality traits with net worth levels. …

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Will Greece Cause More Market Volatility?

Will Greece Cause More Market Volatility?

By Brian West

Over the last five years, Greece has had an unsustainable level of debt, very high social costs, and done a…

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The Fading Summer Job

The Fading Summer Job

By West Financial Advisors

Less and less teens are finding summer work to keep busy during the summer break. Generally during a recession the…

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Do You Worry About Your Finances Too Much?

Do You Worry About Your Finances Too Much?

By Laura West

Do you find yourself worrying about your finances? If so, you are not alone. According to many studies the top…

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Are Tax Benefits of Municipal Bonds Worth the Lower Expected Returns?

Are Tax Benefits of Municipal Bonds Worth the Lower Expected Returns?

By Brian West

Everybody wants tax-free income and a municipal bond is a common strategy utilized by many investors to do just that.…

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Avoid Vacation Home Tax Traps

Avoid Vacation Home Tax Traps

By Laura West

Buying a vacation home can be an exciting step for people, but buyer beware of potential traps associated with this…

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Buying a Boat

Buying a Boat

By Laura West

I don’t know about you, but during the cold winter months I drum up all kinds of ideas relating to…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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